Position in LAZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$104,361,720
-$14,936,894 QoQ
Shares Held
2,456,726
0.0% QoQ
Ownership
2.20%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAZ Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Capital Research Global Investors holds $4,751,315,003 across 13 Capital Markets names. LAZ ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
20,270,720 | $3,335,952,390 | |
| 2 | GLXY |
Galaxy Digital Inc.
|
18,214,996 | $336,066,676 | |
| 3 | GS |
Goldman Sachs Group Inc
|
258,349 | $218,560,670 | |
| 4 | SF |
Stifel Financial Corp
|
2,797,955 | $206,824,833 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
1,314,674 | $188,813,479 | |
| 6 | LAZ |
Lazard, Inc.
This page
|
2,456,726 | $104,361,720 | |
| 7 | XP |
XP Inc.
|
5,001,182 | $95,222,505 | |
| 8 | FUTU |
Futu Holdings Ltd
|
659,318 | $90,168,329 |
All Filings in LAZ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,361,720 | 2,456,726 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $119,298,614 | 2,456,726 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $117,990,323 | 2,235,512 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $113,535,601 | 2,366,311 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $164,033,260 | 3,788,297 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $228,044,868 | 4,429,776 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $211,033,658 | 4,188,838 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $87,829,081 | 2,300,395 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||